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Portfolio Management

The experts at JSA Accounting offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At JSA Accounting we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Contact us today for specialist assistance with investments!

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What We Do

JSA Accounting is a CPA accounting firm. We take great pride in providing a comprehensive taxation, accounting and financial planning service.

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Who We Are

At JSA Accounting we are committed to forming close partnerships with our clients, enabling us to understand your unique situation.

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Client Tools

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Jill Hoadley
Director – Tax and Business Services
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Jessica Ni
Director
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Robert Julian
Financial Planning & Superannuation
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Amy Hou
Accountant
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Ian Brock
Accountant
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Kristy Oldham
Bookkeeper
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